Te Kawa Matua: Module 1 Professional Practice Standards and Guidelines

Description The Professional Practice Standards and Guidelines set the expectations for how financial mentors work. They help ensure services are...

Last updated 18 February 2026

Description

The Professional Practice Standards and Guidelines set the expectations for how financial mentors work. They help ensure services are safe, consistent, ethical, and effective across Aotearoa.

The Professional Practice Standards and Guidelines are the first of three interconnected parts of Te Kawa Matua: Practice Standards for Financial Mentors in Aotearoa New Zealand. Each section has a distinct role in defining professional financial mentoring practice:

  • Professional Practice Standards – what we do
  • Code of Ethics – why we do it
  • Code of Conduct – how we do it

Practice standards describe the core tasks, responsibilities, and behaviours required in the financial mentoring role. They outline the minimum level of practice expected from every financial mentor, no matter where they work.

See also: Module 2: Code of Ethics and Module 3: Code of Conduct, also on Community Heart.

 

Aim of Module

The aim of this module is for you to:

  • understand and demonstrate the professional practice standards required of a financial mentor.

 

Who is this module for?

All new financial mentors as part of completing their FMIC provisional period competencies.

All existing financial mentors and service managers to extend their understanding of the Code of Conduct expectations.

 

What will you learn?

At the completion of this module, you will have explored the professional practice standards. These being:

  • Standard 1: Client Centered Practice
  • Standard 2: Cultural Responsiveness and Inclusivity
  • Standard 3: Professional Competence and Development
  • Standard 4: Practice Delivery Excellence
  • Standard 5: Advocacy and Systemic Change
  • Standard 6: Innovation and Adaptation.

FinCap

Instructor
55 Courses

FinCap offers support to all budgeting and financial capability services in New Zealand, providing them with all the resources they need to help clients safely & confidentially.

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